LWP
Legacy Wealth Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.66M | Sell |
123,570
-3,576
| -3% | -$193K | 11.02% | 1 |
|
|
2022
Q2 | $7.29M | Buy |
127,146
+17,145
| +16% | +$983K | 10.45% | 1 |
|
|
2022
Q1 | $7M | Sell |
110,001
-6,044
| -5% | -$385K | 8.25% | 2 |
|
|
2021
Q4 | $7.64M | Sell |
116,045
-25,790
| -18% | -$1.7M | 8.72% | 2 |
|
|
2021
Q3 | $8.35M | Sell |
141,835
-89,763
| -39% | -$5.28M | 9.35% | 2 |
|
|
2021
Q2 | $13.8M | Buy |
231,598
+12,183
| +6% | +$727K | 15.74% | 1 |
|
|
2021
Q1 | $12.5M | Buy |
219,415
+1,913
| +0.9% | +$109K | 16.01% | 1 |
|
|
2020
Q4 | $11.7M | Sell |
217,502
-20,097
| -8% | -$1.08M | 15.06% | 1 |
|
|
2020
Q3 | $11.8M | Sell |
237,599
-4,433
| -2% | -$220K | 13.47% | 1 |
|
|
2020
Q2 | $11M | Sell |
242,032
-5,817
| -2% | -$265K | 13.11% | 1 |
|
|
2020
Q1 | $9.64M | Buy |
247,849
+243,628
| +5,772% | +$9.48M | 15.44% | 2 |
|
|
2019
Q4 | $205K | Buy |
+4,221
| New | +$205K | 0.23% | 75 |
|